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Euro climbs to six-week high as suspected Japanese intervention pressures Greenback
EUR/USD extends its gains on Thursday as the Greenback remains under pressure as traders digest a busy batch of US economic data after the Federal Reserve (Fed) left interest rates unchanged at 3.50%-3.75% on Wednesday.
Germany: War-driven energy shock shapes outlook – Commerzbank
Commerzbank’s Dr. Ralph Solveen analyzes German inflation after the July national Consumer Price Index (CPI) rose from 2.3% to 2.8%, driven mainly by higher energy prices linked to conflict in the Persian Gulf and the end of fuel tax rebates.
Breaking: Japanese Yen surges on suspected intervention, USD/JPY plunges below 160.00
The Japanese Yen (JPY) is surging across the board in the American session on Thursday, without a clear catalyst. This development hints that Japanese authorities may finally be intervening in foreign exchange markets following days of speculation.
Canadian Dollar: BoC minutes flags two-sided economic risks – TD Securities
TD Securities strategists note the Bank of Canada’s (BoC) July Summary of Deliberations was balanced, with the Bank seeing the economy adjusting to recent shocks and expecting growth to strengthen, while worrying about medium-term inflation expectations drifting higher.
Japanese Yen gains the upper hand after US GDP miss, BoJ eyed
USD/JPY trades around 162.90 at the time of writing on Thursday, down 0.31% on the day, as the US Dollar (USD) comes under pressure following the Federal Reserve (Fed) meeting on Wednesday and a series of weaker-than-expected United States (US) economic data released earlier in the day, ahead of the
US Dollar: Warsh rhetoric weakens policy credibility – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad notes the US Dollar (USD) is struggling to recover after the Federal Reserve’s (Fed) hawkish hold, as Chair Kevin Warsh’s tough inflation rhetoric failed to convince markets.
Federal Reserve: Fed holds rates and supports Dollar – HSBC
HSBC’s Jose Rasco and Michael Zervos note that the US Federal Reserve (Fed) kept rates unchanged for a fifth straight meeting, with a 9-3 split highlighting internal debate.
Turkish Lira: Bank stress heightens TRY vulnerability – Commerzbank
Tatha Ghose at Commerzbank flags Fitch’s latest review of Turkish banks as another negative signal for the Lira. Profitability has weakened after regulatory changes on FX risk-weighted assets, with capital ratios lower and margins squeezed by prior rate cuts and high costs.
Russia Central Bank Reserves $: $732.1B vs $722.9B
Russia Central Bank Reserves $: $732.1B vs $722.9B
British Pound: Rally against EUR and USD unlikely to last – TD Securities
TD Securities FX strategist Howard Du highlights that GBP/USD initially rose 0.3% on the hawkish 6-3 BoE vote split, with Mann joining the hike camp. However, the rest of the committee appears comfortable holding rates given limited second-round effects.
US PCE inflation data confirm steady disinflation
The United States (US) Personal Consumption Expenditures (PCE) Price Index pointed to a further moderation in inflation in June. The headline index fell by 0.1% MoM after a revised 0.5% increase in May, while the annual rate eased to 3.7% from 4.1%, in line with market expectations.
Australian Dollar: RBA sees inflation still above target – BNY
BNY’s Geoff Yu reports that Reserve Bank of Australia (RBA) Assistant Governor Sarah Hunter described Australia’s Consumer Price Index (CPI) as slightly softer than expected, mainly due to fuel prices, but stressed inflation remains above the 2–3% band.
New Zealand Dollar: Business survey supports RBNZ hikes – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad notes the New Zealand Dollar (NZD) is stronger against major currencies, with local bonds underperforming as domestic data improve.